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Disclosery

Triangle Securities Wealth Management: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on WEC, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 7,739 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,739 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $903,663.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,734 shares
    Change vs previous 13F -1 shares

    0.2% of the 13F portfolio, value $895,399.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,735 shares
    Change vs previous 13F -46 shares

    0.17% of the 13F portfolio, value $815,739.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,781 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $891,613.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,777 shares
    Change vs previous 13F -45 shares

    0.2% of the 13F portfolio, value $810,322.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,822 shares
    Change vs previous 13F +459 shares

    0.22% of the 13F portfolio, value $852,480.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,363 shares
    Change vs previous 13F -209 shares

    0.18% of the 13F portfolio, value $692,433.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,572 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $728,276.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).